A detailed history of Alta Wealth Advisors LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 4,304 shares of SPG stock, worth $727,892. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,304
Previous 4,106 4.82%
Holding current value
$727,892
Previous $623,000 16.69%
% of portfolio
0.33%
Previous 0.31%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$146.09 - $170.11 $28,925 - $33,681
198 Added 4.82%
4,304 $727,000
Q2 2024

Jul 24, 2024

SELL
$140.18 - $153.78 $2,803 - $3,075
-20 Reduced 0.48%
4,106 $623,000
Q1 2024

May 01, 2024

SELL
$136.79 - $156.49 $14,636 - $16,744
-107 Reduced 2.53%
4,126 $645,000
Q3 2023

Oct 19, 2023

SELL
$108.03 - $125.44 $81,022 - $94,080
-750 Reduced 15.05%
4,233 $457,000
Q2 2023

Jul 17, 2023

BUY
$101.25 - $115.48 $33,716 - $38,454
333 Added 7.16%
4,983 $575,000
Q1 2023

Apr 21, 2023

SELL
$102.38 - $131.79 $3,071 - $3,953
-30 Reduced 0.64%
4,650 $520,000
Q4 2022

Jan 20, 2023

SELL
$90.98 - $120.7 $2,456 - $3,258
-27 Reduced 0.57%
4,680 $0
Q3 2022

Oct 17, 2022

BUY
$63.72 - $108.64 $41,991 - $71,593
659 Added 16.28%
4,707 $422,000
Q2 2022

Jul 28, 2022

SELL
$94.62 - $134.53 $89,226 - $126,861
-943 Reduced 18.89%
4,048 $380,000
Q1 2022

Apr 27, 2022

BUY
$128.19 - $163.16 $245,099 - $311,961
1,912 Added 62.1%
4,991 $657,000
Q4 2021

Feb 14, 2022

BUY
$131.39 - $170.5 $49,271 - $63,937
375 Added 13.87%
3,079 $492,000
Q3 2021

Oct 13, 2021

BUY
$117.19 - $136.42 $29,297 - $34,105
250 Added 10.19%
2,704 $351,000
Q2 2021

Aug 02, 2021

BUY
$113.38 - $135.71 $278,234 - $333,032
2,454 New
2,454 $320,000

Others Institutions Holding SPG

About SIMON PROPERTY GROUP INC


  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $55.4B
  • Description
  • Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...
More about SPG
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